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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
~;r-r„~~~" r+4-~ f-,~-~~F~A~R~TMENT OF REVENUE
,,. _.., N~tI~~ OF INHERITANCE TAX
-` ;~~,~ ,~-P;P,f~AxSE'~E~1~', ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP CO1-09)
DATE 10-20-2009
ESTATE OF NEALY SHIRLEY M
`~~-~..-_~,~ --~ _ DATE OF DEATH 12-31-2008
~~ . ~~
~`~ ~ ~ ~ ~~ ~~~ FILE NUMBER 21 09-0085
.. ..~.,. r ~.,
~,- ~ COUNTY CUMBERLAND
MARK NEALY ACN 101
287 AIRPORT RD APPEAL DATE: 12-19-2009
S H I P P E N S B U R G PA 17 25 7 (See reverse side under Objections
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~! RETAIN LOWER PORTION FOR YOUR RECORDS ~
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REV-1547 EX AFP COl-09~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF NEALY SHIRLEY M FILE N0. 21 09-0085 ACN 101 DATE 10-20-2009
TAX RETURN WAS: ( ) ACCEPTED AS FILED C X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) C1) 75,855.00 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) C2) 2 1 6.0 0 credit to your account,
submit the upper portion
3. Closely Held Stock/Partnership Interest (Schedule C) C3) 5,8 $ 5.0 0 of this form with your
4. Mortgages/Notes Receivable (Schedule D) C4) .0 0 tax payment.
5. CashlBank Deposits/Misc. Personal Property (Schedule E) C5) 8,0 0 9.0 0
6. Jointly Owned Property (Schedule F) C6) .0 0
7. Transfers (Schedule G) C7) .0 0
8. Total Assets (g) 89, 965.00
APPROVED DEDUCTIONS AND EXEMPTIONS: 2,469.80
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) C9)
10. Debts/Mortgage Liabilities/Liens (Schedule I) C10) .0 0
11. Total Deductions C11) 2.469.80
12. Net Value of Tax Return C12) 87,495.20
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) C13) .0 0
14. Net Value of Estate Subject to Tax C14) 87,495.20
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) • 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate C16) 87,495.20 X 045 = 3,937.28
17. Amount of Lfne 14 at Sibling rate (17) • 00 X 12 = . 00
18. Amount of Line 14 taxable at Collateral/Class B rate C18) •0 0 X 15 = .0 0
19. Principal Tax Due C19)= 3, 937.28
TaV ,+D CT1T Tn _
AYM NT
DATE REC I T
NUMBER DISCOUNT C+
INTEREST/PEN PAID C-)
AMOUNT PAID
INTEREST IS CHARGED THROUGH 11-04-2009 TOTAL TAX CREDIT .00
AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 3,937.28
REVERSE SIDE OF THIS FORM INTEREST AND PEN. 18.88
TOTAL DUE 3,956.16
* IF PAID AFTER DATE INDICATED, SEE REVERSE C IF TOTAL DUE IS LESS THAN ~1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)